Update your address or personal details

Your address and personal details are held on your Interactive Brokers (IBKR) account. There are two ways to change them, and you can use whichever you prefer.

Option 1: Send us a signed form

Complete IBKR’s Individual Information Change form, sign it by hand, and send it back to your advisor. We then submit it to IBKR for you.

Download the IBKR Individual Information Change form (PDF)

1. Fill in every field that applies to you.
2. Initial page 1, then sign and date page 2 by hand. A typed or electronic signature can’t be accepted.
3. Send the completed form to your advisor.

Send the form to us, not to IBKR

The form has an IBKR fax number and email address printed at the top. You don’t need to use them. Send the signed form to your advisor and we’ll submit it to IBKR on your behalf.

Before you send it

• IBKR can’t accept a P.O. Box or an “in care of” address.
• Enter your name exactly as it appears on your bank statement. If the two don’t match, IBKR and your bank can both have trouble processing your transfers.
• If you aren’t a US resident, IBKR will ask for a copy of the national identification document showing the number you entered. It needs to show your photograph and date of birth.
• If you’re changing your name as well, IBKR may ask for a proof of name change document.

Option 2: Update it yourself in IBKR

You can change your address yourself in the IBKR Client Portal. This is often the smoother route, because the request reaches IBKR directly from you.

For the steps, see Change your address in IBKR.